Better solar proposals start with better intake questions.
A structured intake reduces guessing, exposes missing data early, and gives the consultant a defensible source of truth for the proposal pack.
Best for
Consultants qualifying new solar advisory projects before drafting proposals, reports, SOWs, or trackers.
What to include before the client sees the pack.
These sections are written to be useful in the workflow itself: intake prompts, document sections, review checks, and client handoff content.
Client goals
Start with the decision the client is trying to make.
Utility and usage
Solar recommendations depend on data quality.
Site and scope
Scope boundaries should be visible from the first intake.
Questions about solar client intake questions.
Clear answers help the consultant and client agree on what is known, what is assumed, what is excluded, and what should happen next.
What questions should a solar consultant ask a new client?
Ask about client goals, decision deadline, approval stakeholders, site address, utility provider, tariff, usage data, demand charges, roof or land constraints, target system size, budget, incentives, financing, required deliverables, exclusions, and success criteria.
Why does solar intake need utility data?
Utility data affects usage offset, economics, tariff sensitivity, demand charge context, and the credibility of any production or savings discussion.
What happens if the client does not have all inputs?
The proposal can still move forward as an advisory draft if missing inputs are clearly flagged and assumptions are marked as needing verification before client-facing decisions.
Can Solardeck create a missing-data request?
Yes. Solardeck can turn incomplete intake into a prioritized missing-data request that explains the input needed, owner, reason, and impact.
Does Solardeck need API integrations for intake to work?
No. Manual estimate and structured intake mode works without integrations. Optional enrichment can be added later when API keys or data sources are available.
Related Solardeck workflows
Continue reading
Solar proposal checklist for consultants
Use this checklist to make sure every solar advisory proposal explains the client problem, the site and utility context, what is assumed, what is excluded, what happens next, and what the client must approve.
Solar feasibility report guide
Feasibility work is valuable when clients can see the evidence, confidence level, caveats, and next action without confusing advisory assumptions for final guarantees.
Turn this guidance into a reviewed solar proposal workflow.
Solardeck turns intake answers into proposal sections, SOW phases, assumptions, missing-data requests, tracker items, and PDF-ready handoffs.
First proposal path